Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Leading Economic Indicators Increase
By Kate McBrideThe Conference Board announced on August 20th the fourth consecutive increase in its Leading Economic Indicators Index.
August 10, 2009
Should the SEC be Self-Funded?Of the many regulatory questions being discussed in Washington, how to fund the SEC seems lower on the priority list than others. But should it? Other agencies organizations are self-funded, including the FDIC, the Federal Reserve and FINRA.
August 05, 2009
Putnam Proposes Major "Shareholder Friendly" Changes: Putnam Funds proposes comprehensive changes to performance and management fees, and fund family breakpoints, pending shareholder approval later this year.
August 04, 2009
Commercial Real Estate Continues to SoftenCommercial real estate market may be indicative of the overall trepidation felt about the economy.
August 01, 2009
How Smart Bosses Are Making LemonadeSome companies are searching hard for alternatives to downsizing. A May 2009 article in Ode magazine ("How to cut costs and keep your employees") recognizes...
August 01, 2009
Waiting for Wall StreetAs Congress considers a national health-care overhaul partly financed through a millionaire's tax, combined rates on New York's wealthiest citizens could reach an astonishing 57...
August 01, 2009
Tweaking Your Money PersonalityThe financial cataclysm has shaken entrenched attitudes toward money, too. Many spenders are spending less and even learning the virtues of saving. Some hoarders who...
August 01, 2009
The Obama BubbleThe Obama Bubble The late 1990s were marked by a stock market bubble, when "irrational exuberance" boosted the value of technology shares in stock portfolios and...